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Then click Submit and close the tab to dismiss the step editor.

5. Linked document template

This allows you to link a document that would be specific to the task the person is creating to the task. When viewing the task on a step change screen beside the task will be a cog symbol Image Added. Clicking on it will allow the user to create that document. This is handy for when the task is something like "Send letter of engagement". The user can easily create the letter from the link. 

You can also make sure that this option shows in your custom task lists.

6. Linked Data collection

Similar to the linked document, enabling this will allow for a edit symbol Image Added to appear beside the name of a task when it is viewed on a step change screen or the Workflow History screen. Clicking on this will open the nominated data collection. This can be handy when the task is for the user to update a specific data collection, eg, update property details.

You can also make sure that this option shows in your custom task lists.

Let's see it in action (literally)!

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